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Business Hours Sales:
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Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
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Mon-Fri 6am-3pm
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sales@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
Pacific Time
07
Jul
2020
Practical projects for pandemic downtime: password managers and integrations
Category: FinTech Industry
In this third post, we’ll consider some smaller projects (adding a password manager and setting up integrations) that you might take on to potentially yield huge efficiencies o...
16
Jun
2020
Practical projects for pandemic downtime: develop a communications plan
Category: FinTech Industry
When it comes to communicating with clients, finding a strategy that is both practical for your office and in line with your clients’ individual expectations can be a challenge...
19
May
2020
Practical Projects for Pandemic Downtime: Database Cleanup and Maintenance
Category: FinTech Industry
If we can help you bolster any area of your business through any of these suggestions, that will be pandemic downtime well spent.
05
May
2020
Ready to Adopt Texting? Keep These Dos and Don’ts In Mind
Category: FinTech Industry
With advisors beginning to text their clients more, it's a good idea to brush up on some texting dos and don'ts in regard to compliance, etiquette, and simplicity for your clie...
25
Feb
2020
Redtail’s CRM Toolkit Series 2020: An Introduction
Category: FinTech Industry
Over the course of our Redtail CRM Toolkit 2020 Series, we hope to be able to help you address challenges in your business in 2020 and beyond.
20
Aug
2019
Start with a Head Start: Note and Activity Templates Are Going to Save You Some Serious Time!
Category: FinTech Industry
We've always encouraged advisors to take detailed notes and to track their activities in Redtail CRM. We are glad we can now offer Note and Activity Templates.